AI CRM for Construction and Contractors

Site visits, estimates, jobs. Your AI keeps the board current.

A construction CRM you use in the browser or run from Claude and ChatGPT. Your AI logs leads from calls and emails, books site visit reminders, chases estimates and moves jobs to scheduled, with history and rollback.

Start free Connect to Claude

Construction & trades template
Site visit to Won
Estimate follow-ups
Free up to 300 records

Free up to 300 records and 1 user. Unlimited records with All-Access, $9/mo.

JOBS · CONSTRUCTION & TRADES18 OPEN JOBS

Site visit

Greene residenceRoof repair · Tue 9:00

Oak St duplexElectrical rewire

Estimate sent

Patel kitchenEstimate 24k · 12 days, no reply

Lin bathroomPlumbing · 9.5k

Permits

Harbor deckSubmitted · moved by Claude

Scheduled

Ruiz HVACInstall starts Mon · deposit paid

In progress

Cole extensionWeek 3 of 6 · final payment open

FIELDSJob typeSite visitPermit statusStart date

// how your AI helps

Update jobs from the van.

Ask in Claude or ChatGPT on your phone. Your AI adds leads, sets reminders, moves jobs and tells you which estimates need a call.

CLAUDEKMS CONNECTOR

› add the roof leak lead from this voicemail transcript and book a site visit Tuesday 9am

Added Greene residence to Site visit, job type Roofing, visit Tue 9:00. Reminder set for Monday afternoon.

CHATGPTKMS CONNECTOR

› which estimates have had no answer for over a week?

4 estimates, 51k in total. Oldest: Patel kitchen, 12 days. Want a follow-up draft for each?

// use cases

What contractors track in it

01

Leads and site visits

Every call or form lead as a job with address, job type and site visit date, plus a reminder if no visit is booked.

02

Estimates

An Estimate sent stage with a follow-up timer, so quotes do not go cold while you are on site.

03

Permits

A permit status field and a timer for jobs that wait on the city too long.

04

Scheduled jobs and payment

Start dates, jobs in progress and the final payment still due, in one board your AI can read back.

// make it yours

Your trade, your stages.

Start from the construction and trades template, then let your AI add a Subcontractor field, an Inspection stage or a reminder before each job start. Every change is saved as a version you can roll back.

Add, rename or remove stages
Add fields that fit your work
Set reminder timers per stage
Start from an industry template
Every change saved as a version
Roll back in one step

HISTORYVERSIONED

Added field "Subcontractor"by your AI · just now
Set 7-day reminder on Estimate sentby your AI · yesterday
Applied the construction & trades templateby you · last week

› remove the Subcontractor field

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →

ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →

TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Questions

Is there a construction template?

Yes. Pick the construction and trades template in the app: New, Site visit, Estimate sent, Negotiation, Permits, Scheduled, In progress, Won and Lost, with fields for job type, site visit date, permit status and start date.

Does it work for roofers, plumbers, HVAC and electricians?

Yes. Job type covers renovation, new build, roofing, electrical, plumbing, HVAC and landscaping. Your AI can rename stages or add fields for your trade, like a warranty date or a subcontractor.

Does it replace field service software?

No. It tracks leads and jobs from first call to final payment. It does not dispatch crews, track GPS, cost jobs or send invoices. Use it next to your accounting tool.

How does Claude or ChatGPT change the CRM?

Through the KissMySkills MCP connector, the same one that loads your AI skills. Once it is connected, your AI can add and update jobs and change stages, fields and reminder timers. Every change is saved as a version you can roll back.

How much does it cost?

Free up to 300 records and 1 user. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats.